China Auto Consumer Services White Paper Released: Market Size Expected to Surpass 10 Trillion Yuan by 2030, Digital Platforms and AI Become Key Variables for Full-Chain Upgrading

Deep News11-06

Sina Technology News, evening of November 6 鈥?Dongchedi, the China Automobile Dealers Association, and CATARC Information Technology Co., Ltd. jointly released the "2026 China Auto Consumer Services White Paper" (hereinafter referred to as the "White Paper").

According to the White Paper's estimates, the market size of China's auto consumer services industry in 2025 was approximately 7.2 trillion yuan, and is projected to surpass 10 trillion yuan by 2030.

By the end of 2025, the national vehicle parc reached 366 million units, with the average vehicle age rising to 7.3 years; the new energy vehicle parc reached 43.97 million units, accounting for 12.01%.

According to the White Paper's estimates, including new car sales support, used car transaction services, auto maintenance and parts and accessories, auto ancillary services, modification and car culture and other segments, the scale of China's auto consumer services industry in 2025 had already reached 7.2 trillion yuan; it is expected to surpass 10 trillion yuan by 2030. Among these, new car sales supporting services accounted for approximately 1.8 trillion yuan, making it the segment with the greatest value in the industry chain.

In the new car sales segment, data from Dongchedi shows that as the number of models continues to increase, consumers are increasingly relying on refined online comparison and selection: in 2025, the average number of models browsed per user reached 6.2, an increase of 63% compared with 3.8 in 2020; the average user dwell time extended from 12 minutes to 28 minutes.

The White Paper's survey also shows that the online penetration rates of key new car sales stages such as confirming brand and model, comparing prices, and checking word-of-mouth reviews reached 52%, 71%, and 58% respectively, and more than 60% of consumers used online financial and online payment services during the car purchasing process. New car sales and operations continue to migrate online.

Used car transaction services are in a window period of scaled and standardized operations. The White Paper points out that in 2025, national cumulative used car transactions totaled 20.108 million units, with a transaction value of approximately 1.29 trillion yuan; by December 2025, the transfer registration rate climbed to 34.9%, accelerating the removal of barriers to cross-regional circulation and gradually forming a unified national market.

In the vehicle usage service segment, the rapid growth of the new energy vehicle parc is driving a shift in the focus of aftermarket services. The White Paper's survey shows that more than 60% of new energy vehicle users have received remote diagnostics, OTA upgrades, and software services; the penetration rates of specialized services such as charging system inspection and repair, battery fault diagnosis, intelligent cockpit repair, and private charging pile installation all range between 40% and 65%.

The White Paper also covers the emerging car enthusiast service sector for the first time. The survey shows that more than 80% of users are interested in car enthusiasm, and deep enthusiasts and users with willingness to pay have formed a stable scale; 46% of users' spending reached more than 5,000 yuan, and combined with the country's huge car-owning population, the future car enthusiast market could reach the trillion-yuan level.

The White Paper argues that for auto consumer services to achieve further high-quality development, it is necessary to realize scale, standardization, branding, and intelligence, and leading platform enterprises play a core role in shaping the industrial ecosystem. Especially with the arrival of the AI era, the data and R&D capabilities of leading platform enterprises are indispensable.

A relevant person in charge of Dongchedi introduced that currently Dongchedi's business has covered all stages of automobiles 鈥?selecting, buying, selling, using, and enjoying 鈥?and around these dimensions has launched the "AI Xiaodong" car purchasing assistant, dealer AI operations assistant, AIGC creation tools, and others, serving consumers in buying cars, dealers in operations, and creators in content production, achieving comprehensive efficiency improvements.

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